Creative Planning
NAK

Creative Planning’s Northern Dynasty Minerals NAK Stock Holding History

Creative Planning’s Portfolio NAK Stock Details NAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,100
Closed -$2K – 2424
2020
Q3 		$2K Sell
12,100
-11,900
-50% -$16.4K ﹤0.01% 2099
2020
Q2 		$9K Buy
+24,000
New +$22.2K ﹤0.01% 1887

Other funds holding NAK

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAM
Stenahm Asset Management Guernsey $206M AUM 42.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's NAK Position: Q1 2026 in Review

Creative Planning reduced its Northern Dynasty Minerals (NAK) stake by 11% in Q1 2026, selling an estimated $6.57K and leaving 29,265 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #4000.

Creative Planning first reported a position in NAK in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.07M in Q2 2020. 192 funds tracked by Wall St. Rank hold NAK as of Q1 2026.

  • Creative Planning held 29,265 shares of Northern Dynasty Minerals worth $41K as of Q1 2026.
  • Creative Planning sold 3,780 Northern Dynasty Minerals shares in Q1 2026, an estimated $6.57K.
  • Northern Dynasty Minerals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4000 holding.
  • Creative Planning first reported a position in Northern Dynasty Minerals in Q2 2013 and has held it in 47 quarters since.
  • Creative Planning's Northern Dynasty Minerals position peaked at $2.07M in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.